Wayne Anderman is a CFP-designated registered investment advisor, based in Cooper City, FL, with 36 years of industry experience.
Location
9122 Griffin Road, Cooper City, FL, 33328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wayne sells equity index annuities to Avantax clients and is a producer for Avantax affiliated insurance agency, dedicating a few hours per week to these activities. He also acts as POA for his mother and owns Anderman Wealth Partners LLC, which takes nearly all of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
First Union Securities, INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
B.O.C.L. Securities CORP.Broker
Morgan, Olmstead, Kennedy & Gardner, IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.